Project Manager in Financial Planning (Toronto)

Project Manager in Financial Planning (Toronto)

08 Sep
|
BMO
|
Toronto

08 Sep

BMO

Toronto

Lead transformative initiatives at BMO as a Project Manager for Salesforce Effectiveness. Drive productivity and enhance engagement with clients in Financial Planning Programs while managing end-to-end project execution.
BMO is seeking a Project Manager who excels in cross-functional teamwork and strategic execution. This crucial role focuses on increasing Financial Planner productivity and implementing scalable solutions. You'll analyze performance data, influence key stakeholders, and develop comprehensive change management plans to ensure smooth adoption of current processes.
Key Responsibilities:
• Lead and execute strategic projects from concept to national rollout
• Build relationships with internal and external stakeholders
• Conduct analysis to address strategic issues and recommendations




• Coordinate change management initiatives across teams
• Monitor project performance and implement improvements
Requirements:
• Proven project management experience for complex initiatives
• Strong skills in data interpretation and actionable strategies
• Understanding of financial planning business models
• Ability to influence stakeholders without direct authority
• Experience in driving behavioral change in sales environments
Drive impactful change and enhance sales effectiveness at BMO by leveraging your project management skills.
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📌 Project Manager in Financial Planning (Toronto)
🏢 BMO
📍 Toronto

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